DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Curtis Dean Cone

Cone Advisory Group, Inc.state registeredAyden, NcIA-onlyIAPD 1684250

Feed of 09/14/2026

At current firm

3 y

since Apr 10, 2023

In the industry

39 y

since Aug 20, 1987 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cone Advisory Group, Inc. state registered current
since Apr 10, 2023 · Ayden, Nc
Alphastar Capital Management independent RIA
Jul 10, 2017 to Dec 14, 2018 · Ayden, Nc
Symmetry Partners independent RIA
Nov 5, 2013 to Apr 12, 2023 · Ayden, Nc
The Journeys Group, Inc. state registered
Dec 8, 2009 to Aug 31, 2021 · Winterville, Nc
Osaic Fs, Inc. former
Aug 11, 2000 to Mar 17, 2010 · Ayden, Nc

Moves

a registration end followed by a registration begin elsewhere

Symmetry Partners to Alphastar Capital Management
left Apr 12, 2023, registered Jul 10, 2017 (-2102 days) · Other
The Journeys Group, Inc. to Symmetry Partners
left Aug 31, 2021, registered Nov 5, 2013 (-2856 days) · Other
Alphastar Capital Management to Cone Advisory Group, Inc.
left Dec 14, 2018, registered Apr 10, 2023 (1578 days) · RIA to a state-registered adviser
Osaic Fs, Inc. to The Journeys Group, Inc.
left Mar 17, 2010, registered Dec 8, 2009 (-99 days) · Other

Signals

Curtis Dean Cone left Symmetry Partners for Alphastar Capital Management (registered 2017-07-10)
Apr 12, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 39derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address